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CABOT WEALTH MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CABOT WEALTH MANAGEMENT INC
报告期 2026-03-31 · CIK 0001016683
持仓数
139
前50大市值合计
$743.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 133 项
建仓 11
增持 64
减持 48
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MBB
ISHARES TR
-$10.5M
67,703
-59%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$9.2M
156,918
+247%
建仓
KHC
KRAFT HEINZ CO
+$4.8M
130,701
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
FDX
FEDEX CORP
-$4.7M
61,340
+1%
清仓
ECL
ECOLAB INC
-$4.5M
0
-100%
清仓
VALE
VALE S A
-$4.3M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$3.0M
12,636
-41%
减持
EBAY
EBAY INC
-$2.9M
201,327
-16%
增持
SONY
SONY GROUP CORPORATION
+$2.6M
155,666
+3%
建仓
—
JOHNSON CTLS INTL PLC
+$2.5M
36,546
增持
NEM
NEWMONT CORP
-$1.9M
208,901
+0%
增持
TYL
TYLER TECHNOLOGIES INC
+$1.8M
8,744
+77%
减持
PAYC
PAYCOM SOFTWARE INC
+$1.7M
13,159
-0%
减持
OMC
OMNICOM GROUP INC
-$1.5M
192,654
-1%
增持
MELI
MERCADOLIBRE INC
+$1.4M
11,514
+0%
增持
GOOG
ALPHABET INC
+$1.3M
7,102
+1%
建仓
SHOP
SHOPIFY INC
+$1.3M
935
增持
AAPL
APPLE INC
+$1.2M
185,731
+1%
建仓
SQ
SQUARE INC
+$1.1M
4,752
增持
AMGN
AMGEN INC
-$1.1M
51,865
+4%
增持
NVO
NOVO-NORDISK A S
+$1.1M
85,642
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.0M
114,566
-8%
减持
TSLA
TESLA INC
+$995.0K
10,759
-0%
增持
AMZN
AMAZON COM INC
+$864.0K
642
+77%
减持
MGA
MAGNA INTL INC
-$856.0K
46,695
-1%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$741.0K
76,956
-0%
减持
JPM
JPMORGAN CHASE & CO
+$719.0K
116,667
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$703.0K
132,698
+3%
减持
DIS
DISNEY WALT CO
-$577.0K
81,426
-0%
增持
META
FACEBOOK INC
+$545.0K
9,558
+23%
增持
ROK
ROCKWELL AUTOMATION INC
+$510.0K
47,561
+1%
增持
CRM
SALESFORCE COM INC
+$506.0K
16,326
+2%
增持
OZK
BANK OZK
+$491.0K
486,875
+0%
减持
NOW
SERVICENOW INC
+$477.0K
6,622
-0%
增持
V
VISA INC
-$454.0K
58,706
+1%
减持
CDW
CDW CORP
+$438.0K
82,570
-1%
增持
FCX
FREEPORT-MCMORAN INC
-$420.0K
97,166
+1%
增持
SCHE
SCHWAB STRATEGIC TR
-$411.0K
311,372
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$376.0K
25,880
+11%
增持
GOOGL
ALPHABET INC
+$365.0K
1,525
+0%
减持
FNDF
SCHWAB STRATEGIC TR
-$365.0K
630,468
-0%
增持
HD
HOME DEPOT INC
+$358.0K
36,123
+0%
增持
FLRN
SPDR SER TR
+$349.0K
257,188
+5%
清仓
BAC
BK OF AMERICA CORP
-$347.0K
0
-100%
增持
HDB
HDFC BANK LTD
+$346.0K
305,767
+2%
减持
GDX
VANECK ETF TR
-$343.0K
74,457
-0%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
+$335.0K
110,468
-1%
减持
GNRC
GENERAC HLDGS INC
-$327.0K
20,820
-2%
增持
—
CHECK POINT SOFTWARE TECH LT
+$319.0K
79,723
+7%
建仓
NFLX
NETFLIX INC
+$309.0K
507
建仓
MA
MASTERCARD INCORPORATED
+$309.0K
889
增持
VZ
VERIZON COMMUNICATIONS INC
-$307.0K
220,246
+1%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$303.0K
40,080
-2%
减持
VTIP
VANGUARD MALVERN FDS
-$302.0K
190,861
-3%
减持
—
EXXON MOBIL CORP
-$295.0K
10,486
-28%
增持
SYY
SYSCO CORP
+$279.0K
137,037
+2%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$276.0K
0
-100%
增持
MTUM
ISHARES TR
+$262.0K
58,295
+1%
增持
MSFT
MICROSOFT CORP
+$261.0K
7,605
+9%
清仓
PKX
POSCO
-$257.0K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$242.0K
139,490
-2%
建仓
SPY
SPDR S&P 500 ETF TR
+$241.0K
561
清仓
—
GENERAL ELECTRIC CO
-$239.0K
0
-100%
清仓
VPU
VANGUARD WORLD FDS
-$232.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$229.0K
2,219
增持
ABNB
AIRBNB INC
+$229.0K
15,119
+0%
减持
PGHY
INVESCO EXCH TRADED FD TR II
-$224.0K
434,379
-1%
增持
NVDA
NVIDIA CORPORATION
+$219.0K
7,828
+347%
建仓
COP
CONOCOPHILLIPS
+$210.0K
3,104
增持
TJX
TJX COS INC NEW
-$209.0K
202,478
+1%
清仓
UNP
UNION PAC CORP
-$207.0K
0
-100%
清仓
KB
KB FINL GROUP INC
-$207.0K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$205.0K
511
减持
FNDA
SCHWAB STRATEGIC TR
-$203.0K
79,364
-2%
建仓
REZ
ISHARES TR
+$200.0K
2,340
增持
IEX
IDEX CORP
-$196.0K
40,649
+4%
增持
BKNG
BOOKING HOLDINGS INC
+$171.0K
823
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$170.0K
32,129
-1%
减持
IMTM
ISHARES TR
-$156.0K
154,003
-1%
增持
SPTM
SPDR SER TR
+$150.0K
46,176
+6%
增持
USMF
WISDOMTREE TR
+$135.0K
60,445
+7%
减持
GD
GENERAL DYNAMICS CORP
-$124.0K
1,200
-37%
减持
RPM
RPM INTL INC
-$124.0K
2,750
-28%
清仓
—
NEW ORIENTAL ED & TECHNOLOGY
-$123.0K
0
-100%
增持
CHE
CHEMED CORP NEW
-$115.0K
23,034
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$115.0K
221,159
+2%
减持
CTAS
CINTAS CORP
-$101.0K
30,648
-1%
增持
—
WORLD GOLD TR
+$95.0K
90,331
+7%
增持
QUAL
ISHARES TR
+$92.0K
22,511
+4%
增持
SHW
SHERWIN WILLIAMS CO
+$85.0K
10,630
+0%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$85.0K
400
-27%
减持
IEMG
ISHARES INC
-$80.0K
15,107
-0%
减持
CVX
CHEVRON CORP NEW
-$79.0K
3,542
-15%
减持
VB
VANGUARD INDEX FDS
-$75.0K
6,315
-2%
减持
JNJ
JOHNSON & JOHNSON
-$75.0K
6,863
-4%
减持
ARKG
ARK ETF TR
-$72.0K
3,981
-0%
增持
FNDE
SCHWAB STRATEGIC TR
+$71.0K
332,228
+1%
减持
TDTT
FLEXSHARES TR
-$70.0K
164,475
-1%
减持
—
ISHARES INC
+$67.0K
154,678
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$66.0K
6,130
-0%
增持
EWX
SPDR INDEX SHS FDS
-$64.0K
27,770
+1%
增持
MTCH
MATCH GROUP INC NEW
-$60.0K
20,613
+1%
增持
LQD
ISHARES TR
+$54.0K
8,889
+6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$53.0K
34,775
+8%
增持
IGSB
ISHARES TR
+$47.0K
17,744
+5%
增持
QQQ
INVESCO QQQ TR
+$42.0K
1,882
+6%
减持
LOW
LOWES COS INC
-$41.0K
4,109
-9%
减持
IDXX
IDEXX LABS INC
-$40.0K
3,883
-0%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$39.0K
79,208
+3%
减持
GLD
SPDR GOLD TRUST
-$38.0K
24,937
-0%
增持
SPEM
SPDR INDEX SHS FDS
-$38.0K
20,741
+3%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$35.0K
30,086
+6%
增持
VLUE
ISHARES TR
+$33.0K
11,660
+7%
增持
QEMM
SPDR INDEX SHS FDS
+$30.0K
10,321
+8%
减持
SCHC
SCHWAB STRATEGIC TR
-$29.0K
54,465
-1%
增持
MEAR
ISHARES U S ETF TR
+$28.0K
8,129
+7%
增持
INTF
ISHARES TR
+$23.0K
22,949
+7%
增持
AMAT
APPLIED MATLS INC
-$17.0K
2,790
+6%
减持
—
ABIOMED INC
-$15.0K
1,167
-8%
增持
SPG
SIMON PPTY GROUP INC NEW
+$12.0K
1,845
+6%
增持
SPDW
SPDR INDEX SHS FDS
+$12.0K
65,681
+2%
增持
HXL
HEXCEL CORP NEW
-$11.0K
130,598
+5%
减持
SCHZ
SCHWAB STRATEGIC TR
-$9.0K
8,977
-1%
减持
IVE
ISHARES TR
-$9.0K
3,356
-0%
减持
PG
PROCTER AND GAMBLE CO
+$8.0K
9,868
-3%
增持
ESGE
ISHARES INC
-$7.0K
16,842
+8%
增持
EFA
ISHARES TR
+$6.0K
3,102
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$5.0K
3,936
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$5.0K
7,057
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$4.0K
18,011
-1%
增持
FNDC
SCHWAB STRATEGIC TR
-$4.0K
58,706
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0K
68,950
+2%
增持
C
CITIGROUP INC
-$1.0K
10,359
+1%
